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Home > Categories > Accounting Software > NetSuite > Sales Force Automation  
 
 
NetSuite  
 
       
     
   
NetSuite - Sales Force Automation Module 
 
 
NetSuite's sales force automation (SFA) capabilities allow you to manage the entire selling process, including sales order entry, post-sale follow-up and support, as well as upselling opportunities. Unlike our competitors, NetSuite provides complete customer purchase histories, which enable your sales representatives to serve your customers better, improve customer satisfaction and increased profitability.

Pipeline and Opportunity Management: Using the Real-time Dashboard, you'll see all leads, which are assigned by rules and territories, on your Dashboard. You can even track multiple leads within the same company separately, getting insight into each contact, conversation and unique opportunity. Moreover, you can display all opportunities, quotes, orders and closed sales on your Dashboard. You can even view the projected amount, probability of the close of sale, and weighted amount for each of these transactions.

Order Management: Sales representatives can turn sales quotes into orders with just one click. Consequently, they can spend more time selling products and services, and less time shuffling papers. That's because NetSuite eliminates redundant data entry and minimizes data entry errors.

Forecasting: Sales teams and management alike can view accurate forecasts on a monthly or quarterly basis. Unlike other applications, NetSuite shows actual closed sales, increasing forecast accuracy. You also gain real-time visibility with aggregated reports across territories, teams and reselling channels.

Commissions and Quota Management: Integrated commission management provides the flexibility to schedule complex multi-tiered commission structures. With NetSuite, both sales representatives and management can view estimated and actual commissions, which can be compared against set team or individual quotas on their Dashboards. And with NetSuite's payroll integration, commissions are automatically reflected in payroll reports.

Patent Pending, No-Click E-mail Integration: NetSuite's break-through no-click email integration eliminates the tedious process of coordinating email communication between e-mail system and the CRM system. This patent pending no-click e-mail integration works seamlessly with popular e-mail systems such as Microsoft Outlook, Lotus Notes, Yahoo! Mail and America Online.

Cross-Sell and Upsell: NetSuite supports order management and fulfillment, allowing you to leverage purchase histories to make your customer relationships more profitable through upselling and cross-selling programs.

Account Management: Armed with complete views of the customer—including a history of sales, support, billing and shipping—you can forge better, more long-lasting relationships.

Additional Features:
  • Demand Forecasting

  • Inventory Views

  • Team Quotas

  • Back-order Status Management

  • Customer Privileged Pricing

  • Saved Groups by Case, Transaction, Opportunity

  • Deal Notification Expiration

  • Automatic Quote Generation

  • Real-time Credit Card Authorization

  • Referral and Promotion Code Tracking

  • HTML and Mail Merge Communications

  • Rich Text Editor

  • Online Lead Capturing

  • Contract Management within Customer Record

  • Sales Tools Intranet

  • List Import

  • Synchronization with Outlook, and Palm OS devices

  • Sales Metric Alerts to PDAs

  • Competitor Tracking

  • Sales Analytics

  • Word and Excel Integration

   
     
 
 
 
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